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Leadership: Finance

Company and Nominee Information

Title(Title of project/awards entry)Submitting CompanyCosubmitting Company or Individual(Supporting consultancy or Oracle employee) Nominee (CFO) Contact Information(Name/phone/e-mail)Nominee Background (Years with organization, professional qualifications, education)Secondary Contact (Cosubmitter)(Name/phone/e-mail)Region(Select one by placing an x in the appropriate box)

North America Latin America Europe, Middle East, and Africa Asia Pacific

This document is confidential. By submitting this document, I grant Oracle the right to distribute this document to judges who have signed a nondisclosure Agreement (NDA) as per the awards program documentation.

Entry Submission Instructions:1. Complete this template. Please include detailed performance information and make sure your submissions are

comprehensive enough for our judges to understand your entry; they may not be familiar with your industry, business, products, or services. There is no word-count limitation for the Full Submission Document.

2. Save this document, using the following format for the filename: CFOAward2012_your-company-name.doc

3. Send the saved document to [email protected]

Thank you for participation, and good luck!

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Section 1: Oracle Products/Services 1. Please check which of these Oracle products your organization is using:

Oracle Strategy Management Applications Oracle Financial Close and Reporting Applications Oracle Planning, Budgeting, and Forecasting Applications Oracle Profitability and Cost Management Applications Oracle Business Intelligence Tools or Applications Oracle Hyperion Data Relationship Management Oracle Essbase Oracle Governance, Risk, and Compliance (GRC) Applications Oracle Sustainability Reporting Solutions Oracle Financial Applications (Oracle E-Business Suite, PeopleSoft, or JD Edwards) Oracle Human Capital Management Applications (Oracle E-Business Suite, PeopleSoft, JD

Edwards, Oracle Taleo) Oracle Fusion Applications (check if planning to deploy) Oracle Database (list version) __________________________________________ Oracle Fusion Middleware (list products or product families): ____________

______________________________________________________________ Oracle Hardware: SPARC Enterprise M-Series Oracle Hardware: x86 Servers Oracle Hardware: Pillar Axiom Oracle Hardware: ZFS Oracle Solaris Oracle Engineered Systems: Oracle Exadata Oracle Engineered Systems: Oracle Exalogic Oracle Engineered Systems: Oracle Exalytics

Section 2: Level of IT Engagement With the majority of organizations continuing to invest in IT-driven competitive advantage, CFOs are playing a bigger role than ever before in determining which IT projects get funded and ensuring that IT investments are tightly linked to specific, measurable business goals. What is your oversight role with regard to technology at your organization? Please check all that apply:

The CIO and/or IT organization reports into me I am the executive sponsor for a current IT implementation project I am a member of the IT steering or IT governance committee at my organization Members of my finance team work closely with their IT counterparts No oversight role


Section 3: Business EnvironmentInstructions:In the box below, please describe the business environment for your company and finance organization. Important elements of a business environment are:

• Products. Describe the types of products or services provided. • Geography. Describe the geographic span of your sales and marketing organizations.• Customers. Describe the types of customers you serve (for example, B2C, B2B, retail, corporate accounts) and the

expectations they have regarding products and/or services provided. • Competitive landscape. Describe how your market is divided, and the basis for competition (for example, brand, price,

features, quality). It is important to provide specifics relative to your market, because the competitive landscape may vary by industry.

In the box below, describe the business environment and include detailed data, keeping in mind that our judges have signed NDAs.Business Environment:


Section 4: Problem StatementA modern finance system is a necessity for success in today’s demanding global economy, enabling business information and processes to be adapted on the fly in response to changing market conditions and more-accurate data for accelerated analysis, decision-making, and financial reporting. For your finance organization, describe the problem you experienced and were trying to solve with Oracle products and/or services relative to this nomination. Provide metrics and competitive analysis data when available. This section is performance oriented; important elements are: Challenges the industry faces Challenges faced by your finance organization (for example, staffing, skills, technology) The metric or metrics requiring improvement for your finance organization Management directives and performance targets Urgency of the problem

In the box below, describe the problem statement and include detailed data, keeping in mind that our judges have signed NDAs.

Problem Statement:


Section 5: Solution/Methodology


Instructions:In the box below, describe how you resolved the problem, including both the method and the solution. Judges will look for the following information to form an opinion about the solution adopted: Organization . Describe the organization of your project. Were you the executive sponsor? Who else

was involved (stakeholders, project leads, employees)? Methodology selection process . Describe how you selected the approach, methodology, and/or tools

chosen to analyze the problems and identify solutions. Describe the key decision criteria in the selection process.

Application of methodology . Describe key obstacles, challenges, and lessons learned in applying the methodology. Describe what was innovative about your approach to solving the problem. Describe the project stages or provide a timeline of the project.

Oracle solutions . Describe the Oracle products and/or services utilized in the project, and the criteria that influenced the selection process. Describe how these products and/or services are helping to resolve the problems documented in the problem statement.

Implementation status . Provide information on the progress of implementing the solution identified. Include information about pilots conducted to test the solution as well as rollout information.

Possible discussion points:• Moved to a single global ERP environment using Oracle applications • Adopted shared services and self-service applications using Oracle applications • Standardized finance processes globally • Consolidated financial reporting using Oracle Hyperion Financial Management• Adopted advanced analytical and reporting tools (Oracle Hyperion applications, Oracle Financial Analytics)• Adopted an integrated planning, budgeting, and forecasting system • Adopted a centralized data model• Reduced applications instances or customizations by XX percent• Strengthened compliance and control with Oracle governance, risk, and compliance (GRC) applications• Managed enterprise and operational risk more effectively with Oracle Hyperion and Oracle GRC applications • Adopted cloud-based applications • Other—custom solution using Oracle tools

In the box below, describe the solution and methodology leveraged and include detailed data, keeping in mind that our judges have signed NDAs. This section is process, practice, and people oriented.


Section 6: Benefits Achieved


Instructions:In the box below, describe the impact of the transformation project and the benefits that it has delivered to your finance organization. This section is critical for the judges’ assessment of your project, so please provide the following types of information: Metrics/quantitative benefits that compare before-and-after performance Impact on the company bottom line if possible Lessons learned

Possible benefits/discussion points: Reduced financial close time by XX percent Reduced transaction costs and time by XX percent Reduced number of FTEs by XX percent Streamlined acquisitions Supported global expansion Facilitated software upgrades and deployment of new functionality Using software solutions such as Oracle Hyperion Financial Management to cut financial close time by XX percent Using software solutions such as Oracle GRC applications to manage regulatory compliance directives

Using software solutions such as Oracle Hyperion and Oracle GRC applications to proactively monitor and manage enterprise and operational risk

Introduced a rolling forecast system for increased responsiveness to market conditions and opportunities Reduced forecasting cycle time by XX percent Improved forecasting accuracy and/or reduced forecast error rates by XX percent Improved planning cycle time by XX percent

In the box below, describe the impact of the solution and benefits achieved to date. Please include detailed data, keeping in mind that our judges have signed NDAs. This section is performance oriented.

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Benefits Achieved:


Section 7: AcknowledgmentsInstructions:In the box below, list one or more of the following: Reference documentation sources used Team members you like to recognize External organizations you would like to recognize

Acknowledgements:


Section 8: Executive Leadership Describe your role in driving finance transformation at your organization, and why your involvement was central to the project’s success. Provide examples of your involvement and leadership if possible.

Possible discussion points:• You were the executive sponsor of the transformation project• You secured an executive mandate for the transformation project • You held regularly scheduled meetings to track and report on progress • You instituted an end-to-end governance process to ensure that the implementation was addressing key business

requirements• You created an oversight committee and/or held other groups accountable for progress • You drove or supported change management, training, and communication efforts • Other (please describe below)

Executive Leadership Statement:


If you have any questions regarding the awards or nomination process, please send your inquiry to: [email protected]

----------------------------------------------------------------------------------------------------------------------------------------------------All decisions by Oracle are final. Oracle reserves the right to modify or terminate the Oracle Excellence Award promotion at any time and at its sole discretion. Winners are responsible for any other expenses relating to the acceptance and use of prizes. Oracle has the option, at its sole discretion, of substituting a prize if for any reason, including scheduling, a prize becomes unavailable. Prizes cannot be transferred, substituted, or redeemed for cash value except as expressly authorized by Oracle.

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